Tue, Mar 3, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Current low correlations and low volatility are good opportunities for Asian hedge funds

Thursday, June 06, 2013

amb
Lanny Lim
Benedicte Gravrand, Opalesque Geneva:

An Asian portfolio manager shares his insights on the Asian hedge fund investment landscape in a recent interview with Sona Blessing on Opalesque Radio.

Lanny Lim is a portfolio manager at SAIL Advisors, one of Asia’s leading Global funds of hedge funds managers, with offices in Hong Kong and New York. He has almost two decades of experience in the Asia Pacific capital markets.

According to Lim, hedge funds are a very "applicable" way to invest in Asia, as volatility in the region is usually high.

"Hedge funds in the last ten years have certainly performed as well as the equity market, but also with less than half the volatility," he says.

Over the last six to seven years, there has been no overall correlation between the performance of large hedge funds and their smaller counterparts but size does matter on a case-by case basis, according to SAIL’s research. "At a certain size, hedge funds may experience problems still performing well with the same strategy than they did when they were smaller," Lim explains. So SAIL looks for capacity constraints in each strategy rather than the actual size in the hedge funds. Capacity constraints historically come about when assets under management reach the $600 to $700 million mark, he notes.

Asian markets ar......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched, Myriad hedge fund sold bulk of its Alibaba stake last year[more]

    Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched From Valuewalk.com: As hedge fund manager Seth Klarman, leader of the $28 billion Baupost Group, reviews 2014 performance and considers investors gained near 7 percent on the year, he cons

  2. Investing - As rig count falls, hedge funds pile into long crude futures, Parus tactically shifts long/short exposure ratios, Mario Draghi outflanking Kuroda as bearish euro bets surge, Prime Capital’s 500.com bet derailed after 41% drop[more]

    As rig count falls, hedge funds pile into long crude futures From 247wallst.com: In the week ended February 27, the total number of rigs drilling for oil in the United States came in at 986, compared with 1,019 in the prior week and 1,430 a year ago. Including 281 other rigs mostly drill

  3. Opalesque Exclusive: dbSelect’s top ten FX strategies average almost 10% in January[more]

    Benedicte Gravrand, Opalesque Geneva: In one of Deutsche Asset & Wealth Management (AWM)’s hedge fund platforms, called dbSelect, a number of FX Strategies did very well in January. dbSelect is a managed investment platform for unf

  4. Opalesque Exclusive: SEC’s Mark J. Flannery warns hedge funds against valuation misconduct[more]

    Komfie Manalo, Opalesque Asia: Securities and Exchange Commission chief economist and director of Division of Economic and Risk Analysis (DERA) Mark J. Flannery has warned of the risks posed by market misconduct, particularly in the true valuation of assets by hedge fund managers. In his

  5. Dymon Asia's $3bn macro hedge fund lost 10.45% in January[more]

    From Reuters.com: Dymon Asia's $3.1 billion macro hedge fund lost 10.45 percent in January, performance data seen by Reuters showed, a month where many peers lost heavily after a surprise rise in the Swiss franc. Singapore-based Dymon, set up by Danny Yong, a former founding partner and chie